EverSource Wealth Advisors, LLC
Position in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 1710537
BIRMINGHAM, AL
Position in UUP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,667
-$201,869 QoQ
Shares Held
384
-95.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UUP Over Time
Shares Held
Position Value (USD)
All Filings in UUP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,667 | 384 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $212,536 | 7,863 | Shares | Sole | 2026-02-06 | |
| 2023-03-31 | $83 | 3 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,020 | 1,511 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||